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<div style="display: none; max-height: 0px; overflow: hidden;">OpenAI is involved in major deals with AMD and Nvidia, acquiring significant stakes in these companies, while planning to develop next-gen AI GPUs </div>
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<h1><strong> TLDR Founders <span id="date">2025-10-10</span></strong></h1>
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<strong>How to scale without over-hiring or burning out your best people - lessons from Linear's COO (Sponsor)</strong>
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Cristina Cordova has been in the trenches of some of the <strong>most admired startups</strong>: she was on the early GTM team at <strong>Stripe</strong>, built growth at <strong>Notion</strong>, and now helps lead <strong>Linear</strong> ($1.25B valuation) as COO.<p></p><p>In this <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Frippling.registration.goldcast.io%2Fwebinar%2F6cbcb797-6496-4f3e-9a42-9d4b9d8b799e%3Futm_source=newsletter%26utm_medium=email%26utm_program=experimental-engagement%26utm_term=dg-vcb%26utm_campaign=US_VCB_Linear%2BWebinar_10%2F15%2F25_TLDR%2BNewsletter%26utm_product=core_hr/3/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/fles-ItFkqtp0CvDnWTEW_7M2MSkmSSPgQ-Dh3_e94Y=426" rel="noopener noreferrer nofollow" target="_blank"><span>webinar</span></a>, Cristina will share practical lessons on how to:</p>
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<li>Build a <strong>collapsible engineering org</strong> that flexes with workload without overextending bandwidth.</li>
<li>Push back (politely + firmly) when investors pressure you to scale headcount too soon.</li>
<li>Recognize the right signals for when it <em>is</em> time to hire—and how to design an interview process that <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Frippling.registration.goldcast.io%2Fwebinar%2F6cbcb797-6496-4f3e-9a42-9d4b9d8b799e%3Futm_source=newsletter%26utm_medium=email%26utm_program=experimental-engagement%26utm_term=dg-vcb%26utm_campaign=US_VCB_Linear%2BWebinar_10%2F15%2F25_TLDR%2BNewsletter%26utm_product=core_hr/4/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/zdKIkfCQMUBLL4dow5CoFOH7d3PfRYKHVdXBQ7iaJsU=426" rel="noopener noreferrer nofollow" target="_blank"><span>prioritizes craftsmanship</span></a>.</li>
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<p><a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Frippling.registration.goldcast.io%2Fwebinar%2F6cbcb797-6496-4f3e-9a42-9d4b9d8b799e%3Futm_source=newsletter%26utm_medium=email%26utm_program=experimental-engagement%26utm_term=dg-vcb%26utm_campaign=US_VCB_Linear%2BWebinar_10%2F15%2F25_TLDR%2BNewsletter%26utm_product=core_hr/5/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/pfN8uRUFUfREeSc_RVZGbv542txiPcSr75A9AZEsIUs=426" rel="noopener noreferrer nofollow" target="_blank"><span>Register now</span></a> to learn how to scale sustainably - without sacrificing speed.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftechcrunch.com%2F2025%2F10%2F09%2Freflection-raises-2b-to-be-americas-open-frontier-ai-lab-challenging-deepseek%2F%3Futm_source=tldrfounders/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/wj9ijprKZHsQDFdVw-biEvenyZzbcnqdSbhzL41FmXI=426">
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<strong>Reflection raises $2B to be America's open frontier AI lab, challenging DeepSeek (5 minute read)</strong>
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Reflection raised $2 billion at an $8 billion valuation to challenge established AI labs by developing open-source frontier models. Founded by ex-Google DeepMind researchers, the startup aims to release a high-powered language model next year. The company will share model weights publicly while capitalizing on enterprise and government clients for revenue.
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<strong>Figma partners with Google to add Gemini AI to its design platform (3 minute read)</strong>
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Figma has partnered with Google to integrate Gemini AI models into its design platform, enhancing image editing and generation. Gemini 2.5 Flash promises a 50% reduction in latency for Figma's "Make Image" feature, improving workflows for 13 million users. Google also introduced Gemini Enterprise to enhance AI capabilities for enterprise clients, expanding its suite of integrations and partnerships.
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<strong>Even after Stargate, Oracle, Nvidia, and AMD, OpenAI has more big deals coming soon, Sam Altman says (4 minute read)</strong>
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OpenAI is involved in major deals with AMD and Nvidia, acquiring significant stakes in these companies, while planning to develop next-gen AI GPUs and data centers. CEO Sam Altman indicates more partnerships are imminent as OpenAI aims to ramp up infrastructure to meet future demand. Despite current revenue not matching extensive investment, Altman remains confident that these strategic moves will drive future economic returns.
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<h1><strong>Strategies & Tactics</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fblog.devcycle.com%2Fwe-rebuilt-our-onboarding-around-mcp-the-result-3x-sdk-installs%2F%3Futm_source=tldrfounders/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/nhDTD54a93re8zQmElBtGf9KQm8NULi04n4rhV5fdNM=426">
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<strong>We Rebuilt Our Onboarding Around MCP (5 minute read)</strong>
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Most developer onboarding flows lose users before they ever see real value. DevCycle found the problem wasn't motivation, it was location. Developers don't want to leave their editors to try a demo app. So the team rebuilt onboarding around the Model-Context-Protocol (MCP), letting AI coding assistants like Cursor or VS Code install and configure the SDK directly in-editor. Two prompts now replace an entire tutorial, tripling install rates and shrinking time-to-value from hours to minutes.
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<strong>How to Build (and Explain) Cohort Charts (4 minute read)</strong>
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Most founders can quote retention rates, but few can show them. This guide breaks down the three cohort charts every operator should know - range retention tables, spider charts, and stacked area charts - and explains when to use each. You'll learn how to build them, interpret the patterns, and turn a pile of numbers into a story about what's really happening in your customer base.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fgreylock.com%2Fgreymatter%2Fgen-ai-present-and-future-a-conversation-with-naveen-zutshi-cio-at-databricks%2F%3Futm_source=tldrfounders/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/hBq6MskJY7qIKoN6D7vy_hqPhbg-Cw1Xe3DLqMPJ6K0=426">
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<strong>Gen AI Present and Future: A Conversation with Naveen Zutshi, CIO at Databricks (9 minute read)</strong>
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GenAI is transforming enterprise software by enhancing development and intelligence systems, though challenges remain in areas like sales and reliability. Databricks' CIO highlights improvements in AI-driven tasks, such as automating manual processes and improving data handling without needing additional staff. Startups benefit from GenAI by focusing on automation, allowing them to scale rapidly and efficiently.
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<h1><strong>Tools & Resources</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fblog%2Fthe-rise-of-ai-credits-why-cost-plus-credit-models-work-until-they-dont%3Futm_campaign=hybrid-pricing%26utm_medium=newsletter%26utm_source=tldr-founder%26utm_content=secondary/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/g7gIgHu_bE9zo3D5fl4elMIGI53l_pIKtW9o6TH9Lig=426">
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<strong>Best Practices for Selling AI Credits, and What Comes Next (Sponsor)</strong>
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Most teams launch AI pricing fast, with credits. But credits are a bridge, not a strategy. See why they work, where they break, and how to move beyond them. Read the full breakdown on the <a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fmetronome.com%2Fblog%2Fthe-rise-of-ai-credits-why-cost-plus-credit-models-work-until-they-dont%3Futm_campaign=hybrid-pricing%26utm_medium=newsletter%26utm_source=tldr-founder%26utm_content=secondary/2/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/qn839kr77jtdB4a39COAq7R5PzBseMY7ziVfzDbLfYU=426" rel="noopener noreferrer nofollow" target="_blank"><span>Metronome blog</span></a>.
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Ask for help on your toughest problems.
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<strong>Leadbay (Tool)</strong>
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Discover and qualify SMB leads that others can't find.
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<strong>ComputerX (Tool)</strong>
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AI agent that automates routine computer tasks to boost productivity.
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<div style="text-align: center;"><span style="font-size: 36px;">🎁</span></div></div>
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<div style="text-align: center;"><strong><h1>Miscellaneous</h1></strong></div>
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Everyone said 2025 would be the year of AI agents, and they were right, just not in the way they expected. Companies raced to rebrand every workflow as “agentic,” but the reality is showing cracks: 40% of projects are predicted to fail by 2027, and employees are burning out under the pressure to use tools they barely understand.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwildfirelabs.substack.com%2Fp%2Fthe-cofounder-relationship-your-startups%3Futm_source=tldrfounders/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/DVgvGD4gfXOtdCj7ccHam-k2Q736mNVJFY6kSnpAQZY=426">
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<strong>The Cofounder Relationship: Your Startup's Most Important Asset (3 minute read)</strong>
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Founders obsess over product-market fit but overlook the partnership that holds everything together. This piece argues that most startups fail not from poor execution, but from unspoken tension between cofounders. It breaks down the psychology of trust, emotional debt, and communication styles that quietly shape every decision.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Ftechcrunch.com%2F2025%2F10%2F09%2Fdatacurve-raises-15-million-to-take-on-scaleai%2F%3Futm_source=tldrfounders/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/fyMwxlFILebPcm6hnUxju_M6T_dOu5m523NH5aYR6po=426">
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<strong>Datacurve raises $15 million to take on Scale AI (2 minute read)</strong>
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Datacurve secured $15 million in Series A funding to compete with Scale AI by offering high-quality data for software development. The company uses a "bounty hunter" system to attract skilled engineers for sourcing datasets, distributing over $1 million in bounties. Datacurve emphasizes user experience to appeal to its contributors, aiming to support complex AI data needs as they grow.
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<div style="text-align: center;"><span style="font-size: 36px;">⚡</span></div></div>
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<h1><strong>Quick Links</strong></h1>
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.startuparchive.org%2Fp%2Fjeff-bezos-the-founder-s-job-is-to-build-a-heavy-company%3Futm_source=tldrfounders/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/DU1JkLUL-NbGBPdgUc7O2bdUYtCLUqmI-4BcnzFSvns=426">
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<strong>Jeff Bezos: The founder's job is to build a “heavy” company (1 minute read)</strong>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
When Amazon's stock fell from $113 to $6, Jeff Bezos didn't try to fix the price — he focused on the business.
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<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fblog.hari.ooo%2Fp%2Fthe-ceo-complexes%3Futm_source=tldrfounders/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/ljMwpHGOnZgGpVuBtfwlk7R8biSRIO7H3oW1es030j4=426">
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<strong>The CEO Complexes (2 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
Every founder builds differently, but most eventually fall into one of three traps.
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<span>
<a href="https://tracking.tldrnewsletter.com/CL0/https:%2F%2Fwww.theverge.com%2Fnews%2F797752%2Fopenai-sora-app-1-million-downloads%3Futm_source=tldrfounders/1/01000199ce0444db-4d7ca959-6b8c-4f38-be56-3f29953c3dee-000000/sX6_qWhkIfn86lPgegMyMcZuiNQOdUmJGuk6KjONIrM=426">
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<strong>OpenAI's Sora has already hit more than 1 million downloads (2 minute read)</strong>
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</a>
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<span style="font-family: "Helvetica Neue", Helvetica, Arial, Verdana, sans-serif;">
OpenAI's Sora, an invite-only AI video-generating app, reached over 1 million downloads in under five days, surpassing ChatGPT's initial growth rate.
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